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Robert Henry Jerger

LPl Financial LLC

West Chester, OH

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-01-05
OH RA APPROVED 2011-11-25
  • TX RA
    APPROVED_RES
    Since 2013-01-05
  • OH RA
    APPROVED
    Since 2011-11-25

Branch Locations

8875 Cincinnati Dayton Rd, West Chester, OH 45069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Loveland OH 08/2006 Present
Previous Registrations
  • 2004-08-03 → 2006-08-09
    Simply Money Advisors
    Cincinnati, OH
Other Businesses

1. 05/11/2012 - NON-VARIABLE INSURANCE - CRAWFORD INSURANCE - WORKING WITH CRAWFORD INSURANCE AN INDEPENDENT INSURANCE AGENCY IN ASSISTING US IN WRITING INSURANCE IN THE FOLLOWING AREAS. LIFE, DISABILITY, LONG-TERM CARE. - TIME SPENT 10%. 2. 3/22/2013 - NON-VARIABLE INSURANCE DBA - CINCINNATI INVESTMENT ADVISORS, LLC - INDEPENDENT INSURANCE BUSINESS SALES OF LIFE,DISABLITY,LOG-TERM CARE,INDIVIDUAL HEALTH INSURANCE IN CONJUNCTION WITH ESTATE PLANNING AND FINANCIAL PLANNING CLIENTS. - TIME SPENT 100% - GOSHEN, OH. 3. 1/18/2018 - Cincinnati Investment Advisors LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/1/2011 - 160 Hours Per Month/160 Hours During Trading. 4. 4/9/2018 - Jerger Properties LLC - Not Investment Related - 8875 Cincinnati Dayton Rd Unit 1, West Chester Township, OH 45069 - Real Estate Rental - Started 03/21/2018 - 1 Hour Per Month/0 Hours During Securities Trading - Moving our offices into this location in May of 2018. 5. 4/9/2018 - Jerger Properties LLC - Not Investment Related - 8875 Cincinnati Dayton Rd., West Chester Township, OH 45069 - Real Estate Rental - Started 03/21/2018 - Our office location in Unit 1. We will be renting both unit 2 & 3. - 10 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-13
S63 Uniform Securities Agent State Law Examination 2000-02-22
  • S65 Uniform Investment Adviser Law Examination
    2004-02-13
  • S63 Uniform Securities Agent State Law Examination
    2000-02-22

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